Plan Snapshot
- Plan Sponsor: Ubank
- Sponsor EIN: 751058562
- Sponsor Address: 208 US HIGHWAY 69 SOUTH, HUNTINGTON, TX, 75949
- Plan Type: 401(k)
- Total Participants: 101
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 101 | $4.9M | $358,345 | $533,058 |
| 2023 | 91 | $3.8M | $363,867 | $470,541 |
| 2022 | 92 | $2.6M | $279,741 | $364,875 |